Montgomery County Affidavit of Surviving Spouse Form (Pennsylvania)
All Montgomery County specific forms and documents listed below are included in your immediate download package:
Affidavit of Surviving Spouse Form
Fill in the blank form formatted to comply with all recording and content requirements.
Included Montgomery County compliant document last validated/updated 7/10/2024
Affidavit of Surviving Spouse Guide
Line by line guide explaining every blank on the form.
Included Montgomery County compliant document last validated/updated 7/24/2024
Completed Example of the Affidavit of Surviving Spouse Document
Example of a properly completed form for reference.
Included Montgomery County compliant document last validated/updated 7/18/2024
The following Pennsylvania and Montgomery County supplemental forms are included as a courtesy with your order:
When using these Affidavit of Surviving Spouse forms, the subject real estate must be physically located in Montgomery County. The executed documents should then be recorded in the following office:
Montgomery County Recorder of Deeds
One Montgomery Plaza, Swede and Airy Streets, Suite 303 / PO Box 311, Norristown, Pennsylvania 19404-0311
Hours: 8:30 to 4:15 M-F
Phone: (610) 278-3289
Local jurisdictions located in Montgomery County include:
- Abington
- Ambler
- Arcola
- Ardmore
- Audubon
- Bala Cynwyd
- Blue Bell
- Bridgeport
- Bryn Athyn
- Cedars
- Cheltenham
- Collegeville
- Colmar
- Conshohocken
- Creamery
- Dresher
- Eagleville
- Earlington
- East Greenville
- Elkins Park
- Fairview Village
- Flourtown
- Fort Washington
- Franconia
- Frederick
- Gilbertsville
- Gladwyne
- Glenside
- Green Lane
- Gwynedd
- Gwynedd Valley
- Harleysville
- Hatboro
- Hatfield
- Haverford
- Horsham
- Huntingdon Valley
- Jenkintown
- King Of Prussia
- Kulpsville
- Lafayette Hill
- Lansdale
- Lederach
- Mainland
- Merion Station
- Mont Clare
- Montgomeryville
- Narberth
- Norristown
- North Wales
- Oaks
- Oreland
- Palm
- Pennsburg
- Perkiomenville
- Plymouth Meeting
- Pottstown
- Red Hill
- Royersford
- Salford
- Salfordville
- Sassamansville
- Schwenksville
- Skippack
- Souderton
- Spring House
- Spring Mount
- Sumneytown
- Telford
- Tylersport
- Valley Forge
- West Point
- Willow Grove
- Worcester
- Woxall
- Wyncote
- Wynnewood
- Zieglerville
How long does it take to get my forms?
Forms are available immediately after submitting payment.
How do I get my forms, are they emailed?
Immediately after you submit payment, the Montgomery County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.
What does "validated/updated" mean?
This indicates the most recent date when at least one of the following occurred:
- Updated: The document was updated or changed to remain compliant.
- Validated: The document was examined by an attorney or staff, or it was successfully recorded in Montgomery County using our eRecording service.
Are these forms guaranteed to be recordable in Montgomery County?
Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Montgomery County including margin requirements, content requirements, font and font size requirements.
Can the Affidavit of Surviving Spouse forms be re-used?
Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Montgomery County that you need to transfer you would only need to order our forms once for all of your properties in Montgomery County.
What are supplemental forms?
Often when a deed is recorded, additional documents are required by Pennsylvania or Montgomery County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
What type of files are the forms?
All of our Montgomery County Affidavit of Surviving Spouse forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
Do I need any special software to use these forms?
You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
Do I have to enter all of my property information online?
No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
Can I save the completed form, email it to someone?
Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
Are there any recurring fees involved?
No. Nothing to cancel, no memberships, no recurring fees.
Using an Affidavit of Surviving Spouse or Life Partner in Pennsylvania
The manner of vesting, or the way owners hold title to real property, determines what will happen to that property in the event of their death.
The three options available to co-owners vesting residential real property in Pennsylvania are tenancy in common, joint tenancy, and tenancy by the entirety. A tenancy in common and a joint tenancy are available to two or more owners, whereas a tenancy by the entirety is available only to married couples.
When co-owners vest as tenants in common, each one owns a separate share of the title. A joint tenancy with the right of survivorship means that, upon the death of one joint tenant, the deceased's interest in the property is proportionately distributed to the remaining joint tenants, thus avoiding probate. In tenancy by entirety, both spouses share 100% undivided ownership of the property. Similar to joint tenancy, when the first spouse dies, his or her interest in the property ceases, meaning the surviving spouse becomes the sole owner.
Pennsylvania property held in either a joint tenancy or a tenancy by the entirety vests automatically in the survivor(s) upon the death of an owner. This means that a deed is not required to transfer the decedent's interest. Rather, an affidavit of surviving spouse or life partner may be recorded in the office of the recorder in the appropriate county evidencing the surviving spouse's right to the decedent's interest. Such a document helps to maintain a clear chain of title (ownership history) and may be useful in future title searches.
Affidavits must meet standards for recording in the state of Pennsylvania as well as the requirements for affidavits pertaining to interest in real property as established by 21 P.S. 453, and requires the name, address, and age of the affiant, as well as a legal description of the real property concerned. Further, it states that the affiant was either the legal spouse or life partner of the decedent, and indicates that the supporting documentation -- the death certificate of the decedent and either a marriage license or a certificate of life partnership -- are authorized copies. The affiant makes the sworn statements contained within the affidavit in the presence of a notary public, declaring that they are true, correct, and complete to the best of his or her knowledge.
Each case is unique, so consult a lawyer with questions.
(Pennsylvania AOSS Package includes form, guidelines, and completed example)
Our Promise
The documents you receive here will meet, or exceed, the Montgomery County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.
Save Time and Money
Get your Montgomery County Affidavit of Surviving Spouse form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.
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July 26th, 2024
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Anne H.
July 25th, 2024
After some initial general confusion -- (we sold a small piece of land privately and therefore do not typically prepare such documentation (!)) -- we were able to purchase and download all forms from Deeds.com and understand how to complete it/them. The help is all there, we just needed to read and study it - the "Example" helped alot. We were able to complete the Document per your online form(s) and then take it to be signed/notarized - and take the completed paper document to the Registry -- and it is now all registered and we are All Set. rn Took the morning (only). THANK YOU. A wonderful tool!!
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July 21st, 2024
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August 23rd, 2020
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Jose G. C.
October 2nd, 2020
It was OK but unfortunately useless. The jurisdictions are now requesting that documents such as Notices of Commencement not only be recorded at their offices, but also certified. This last service is not provided by Deeds, or at least I could not find it in your website and did not receive a response when I asked if you did. Thus, we are going back to traditional means of recording/certifying
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Stephen M.
September 15th, 2022
The process to record took five minutes of my time, and within 45 minutes, my document was recorded! Simple, efficient and affordable!
Thanks!
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Brian R.
May 12th, 2020
Your website is very informative, and easy to use.The purchase and download process was clear and went well. I would add that your Virginia Quitclaim Deed Guide is very comprehensive and informative. This combined with the example form you provide is most helpful.
Thank You. Brian R
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Charles C.
January 30th, 2019
Using an I pad and cannot type on form that was downloaded. I do not have a computer
Charles
Thank you for your feedback Charles. You might want to make sure you have the Adobe app on your Ipad: https://itunes.apple.com/us/app/adobe-fill-sign/id950099951?mt=8
Sherilyn L.
February 14th, 2020
Easy to use & cost is great
Thank you
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Anne H.
July 25th, 2024
After some initial general confusion -- (we sold a small piece of land privately and therefore do not typically prepare such documentation (!)) -- we were able to purchase and download all forms from Deeds.com and understand how to complete it/them. The help is all there, we just needed to read and study it - the "Example" helped alot. We were able to complete the Document per your online form(s) and then take it to be signed/notarized - and take the completed paper document to the Registry -- and it is now all registered and we are All Set. rn Took the morning (only). THANK YOU. A wonderful tool!!
We appreciate your business and value your feedback. Thank you. Have a wonderful day!
Karen C.
April 6th, 2020
Very easy site to use and reasonably priced. My document was received by the county and filed within 1/2 hour.
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Darrell C.
March 26th, 2022
Excellent Service
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carol g.
May 3rd, 2019
very good. got my info in minuetes. thank you
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Will C.
April 8th, 2019
I was very happy with my interaction. The county didn't supply the book and page which was what I needed. The tech refunded my money since I didn't get the info I needed. I will use Deeds.com again.
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Therese L.
September 20th, 2019
Good instructions and example
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